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Summit Wealth Group (Colorado)’s LG Display LPL Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,998
Closed -$410K – 372
2025
Q3 		$410K Buy
+4,998
New +$20.8K 0.06% 159

Other funds holding LPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Summit Wealth Group (Colorado)'s LPL Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of LG Display (LPL) in Q4 2025, closing a stake of 4,998 shares — an estimated $410K sold.

Summit Wealth Group (Colorado) first reported a position in LPL in Q3 2025 and held it in 1 quarter. The position peaked at $410K in Q3 2025. 130 funds tracked by Wall St. Rank hold LPL as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining LG Display position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 4,998 LG Display shares in Q4 2025, an estimated $410K.
  • Summit Wealth Group (Colorado) first reported a position in LG Display in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s LG Display position peaked at $410K in Q3 2025.
  • 130 funds tracked by Wall St. Rank held LG Display as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.